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<h1>Exporting a grid report </h1>
<p>You can export a grid report to the following formats:</p>
<ul type="disc" class="whs1">
	
<li class=p><p>Excel spreadsheet (.xls) in plain text</p></li>
	
<li class=p><p>Excel spreadsheet (.xls) with formatting</p></li>
	
<li class=p><p>CSV (comma-separated value) format</p></li>
	
<li class=p><p>HTML file</p></li>
	
<li class=p><p>Plain text</p></li>
	
<li class=p><p>PDF file</p></li>
</ul>
<p>Before you export, you can personalize some export options, such as 
 specifying which report details are exported, whether page-by fields are 
 exported, and so on.</p>
<p>You can also export a grid report directly from a folder, as described 
 in the steps below. </p>
<h2>Prerequisites</h2>
<ul type="disc" class="whs1">
	
<li class=p><p class="whs2">To export a report to Excel, 
 Excel 2000 SP3 or higher must be installed on your computer.</p></li>
	
<li class=p><p>To export a report to PDF, Adobe Acrobat Reader version 
 4 or later must be installed on your computer. </p></li>
</ul>
<h2>
<a name="Export to Excel"></a>To export a report to Excel, CSV, HTML, 
 PDF, or plain text</h2>
<ol type="1" class="whs3">
	
<li class=p><p>You can export a report directly from a folder, or you 
 can export it while viewing it:</p></li>
	<ul>
<li style="list-style: disc;" type=disc class=p><p><span style="font-weight: bold;"><B>To 
 export a report directly from a folder</B></span><span>: R</span>ight-click 
 the report and highlight <span style="font-weight: bold;"><B>Run as</B></span>.</p></li>
		<ul type="square" class="whs4">
			
<li class=p><p>If DHTML is disabled, click the <span style="font-weight: bold;"><B>Export</B></span> 
 icon <img src="images/export2.gif" x-maintain-ratio="TRUE" width="19px" height="18px" border="0" class="img_whs5"> or <span style="font-weight: bold;"><B>PDF</B></span> icon <span style="font-style: italic;"><I><img src="images/pdf2.gif" x-maintain-ratio="TRUE" width="16px" height="16px" border="0" class="img_whs6"></I></span> 
 .</p></li>
		</ul>
		
<li style="list-style: disc;" type=disc class=p><p><span style="font-weight: bold;"><B>To 
 export a report while viewing it</B></span><span>:</span> Click the name of 
 a grid report to display it. From the <span style="font-weight: bold;"><B>Home</B></span> 
 menu, select <span style="font-weight: bold;"><B>Export</B></span>.</p></li>
	</ul>
	
<li class=p><p><span>Select one of the following </span>export formats.</p></li>
	<ul>
<li style="list-style: disc;" type=disc class=p><p><span style="font-weight: bold;"><B>Excel 
 with plain text</B></span>: Export the report to Microsoft Excel as plain 
 text. The content of the report is displayed using the default settings 
 in Microsoft Excel. The structure and format of the report, as it is displayed 
 in MicroStrategy Web, is not retained. For large report results, this 
 export option is recommended over <span style="font-weight: bold;"><B>Excel 
 with formatting</B></span>.</p></li>
		
<li style="list-style: disc;" type=disc class=p><p><span style="font-weight: bold;"><B>Excel 
 with formatting</B></span>: Export the report to Microsoft Excel with the 
 same formatting, color, and structure that appears in MicroStrategy Web. 
 </p></li>
		<ul type="square" class="whs4">
			
<li class=p><p>Microsoft Excel does not support all colors 
 that browsers do, so some colors may differ after export. </p></li>
			
<li class=p><p>If your report is large, it is recommended that 
 you use the <span style="font-weight: bold;"><B>Excel with plain text</B></span> 
 export option.</p></li>
		</ul>
	</ul>
</ol>
<ol><ul>
<li style="list-style: disc;" type=disc class=p><p><span style="font-weight: bold;"><B>CSV 
 file format</B></span>: Export the report into a comma-separated values (CSV) 
 format as plain text. This format is suitable for Microsoft Access and 
 Lotus 1-2-3. The structure and format of the report, as it is displayed 
 in MicroStrategy Web, is not retained. </p></li>
		
<li style="list-style: disc;" type=disc class=p><p><span style="font-weight: bold;"><B>HTML</B></span>: 
 Export the report to an HTML page. The structure and format of the report, 
 as it is displayed in MicroStrategy Web, is retained. </p></li>
		
<li style="list-style: disc;" type=disc class=p><p><span style="font-weight: bold;"><B>Plain 
 text</B></span>: Export the content of the report to a plain text page. The 
 structure and format of the report, as it is displayed in MicroStrategy 
 Web, is not retained. You can choose a comma, tab, semicolon, or space 
 to separate the fields of text.</p></li>
		
<li style="list-style: disc;" type=disc class=p><p><span style="font-weight: bold;"><B>PDF</B></span>: 
 Export the report to an Adobe PDF file.</p></li>
	</ul>
</ol>
<ol start="3" type="1" class="whs3">
	
<li class=p><p>If you are exporting directly from a folder, if the 
 report contains prompts answer them and click <span style="font-weight: bold;"><B>Run 
 in View Mode</B></span>.</p></li>
	
<li class=p><p>From the <span style="font-weight: bold;"><B>Export</B></span> 
 drop-down menu, select whether you want to export the whole report or 
 only the portion displayed.</p></li>
</ol>
<ol start="5" type="1" class="whs3">
	
<li class=p><p><span style="font-weight: bold;"><B>Excel</B></span>: If you 
 are exporting to Excel, you can set the following options:</p></li>
	<ul>
<li style="list-style: disc;" type=disc class=p><p>To include filter 
 information in the exported report, select the<span style="font-weight: bold;"><B>&nbsp;Export 
 filter details</B></span> check box.</p></li>
		
<li style="list-style: disc;" type=disc class=p><p>To reformat 
 metric values from numeric to text format, select the <span style="font-weight: bold;"><B>Export 
 metric values as text</B></span> check box. </p></li>
	</ul>
</ol>
<ul><ul type="disc" class="whs1">
		
<li class=p><p>To reformat row and column headers into text format, 
 select the<span style="font-weight: bold;"><B> Export headers as text</B></span> 
 check box. </p></li>
		<ul type="square" class="whs4">
			
<li class=p><p>Select the <span style="font-weight: bold;"><B>Place 
 each page on a separate sheet</B></span> check box to place&nbsp;each page-by 
 field on a separate worksheet.</p></li>
		</ul>
	</ul>
</ul>
<p class="whs7"><span style="font-weight: bold;"><B>Note</B></span>: 
 The<span style="font-weight: bold;"><B> Place each page on a separate sheet</B></span> 
 check box is available only if you are exporting to Excel 2003, Excel 
 XP, or a newer version,&nbsp;and if one of these versions&nbsp;is selected 
 in&nbsp;the <span style="font-weight: bold;"><B>Excel version</B></span> drop-down 
 list in the 
<a href="Export_preferences.htm">Export user preferences</a>.</p>
<ul><ul type="disc" class="whs1">
		
<li class=p><p>To export images as stand-alone images in Excel, 
 select the <span style="font-weight: bold;"><B>Embed Images</B></span> check 
 box.</p></li>
		
<li class=p><p>If you have installed MicroStrategy Office and would 
 like to use it to update the report data after export, select the <span 
 style="font-weight: bold;"><B>Allow MicroStrategy Office to refresh Reports 
 after exporting</B></span> check box. </p></li>
	</ul>
</ul>
<ol start="6" type="1" class="whs3">
	
<li class=p><p><span style="font-weight: bold;"><B>Excel with formatting</B></span>: 
 If you are exporting the report to Excel with formatting,&nbsp;you can 
 remove the&nbsp;word &quot;Metrics&quot; from the exported report by selecting 
 <span style="font-weight: bold;"><B>Yes</B></span> from the <span style="font-weight: bold;"><B>Remove 
 extra column</B></span> drop-down list. Select <span style="font-weight: bold;"><B>Automatic</B></span> 
 to use the setting applied to the report by the report's designer.</p></li>
	
<li class=p><p><span style="font-weight: bold;"><B>Excel</B></span> or <span 
 style="font-weight: bold;"><B>HTML</B></span>: If you are exporting the report 
 to Excel or HTML, you can modify the report header and footer by clicking 
 <span style="font-weight: bold;"><B>Edit Custom Settings</B></span>:</p></li>
	<ol start="1" type="1" class="whs3">
		
<li style="list-style: lower-alpha;" type=a class=p><p>Type the 
 text to appear in the header and footer of the exported report. You can 
 automatically insert report fields, such as the report's name, in the 
 header or footer by choosing macros from the <span style="font-weight: bold;"><B>Insert 
 Macro </B></span>drop-down list.</p></li>
		
<li style="list-style: lower-alpha;" type=a class=p><p class="whs2">To 
 determine header location in relation to other headers, select either 
 <span style="font-weight: bold;"><B>Replace other headers</B></span>, <span style="font-weight: bold;"><B>Display 
 on top of other headers</B></span>, or <span style="font-weight: bold;"><B>Display 
 below other headers</B></span>.</p></li>
	</ol>
	
<li class=p><p><span style="font-weight: bold;"><B>PDF</B></span>: If you 
 are exporting the report to PDF, you can set the following options:</p></li>
	<ul>
<li style="list-style: disc;" type=disc class=p><p>Apply a customized 
 header and footer by selecting <span style="font-weight: bold;"><B>Edit Custom 
 Settings</B></span> in the <span style="font-weight: bold;"><B>Page Header and 
 Footer </B></span>area. Type the text to appear in the left, center, and right 
 portions of the page's header and footer. You can automatically insert 
 report fields, such as the report's name or page number, by choosing macros 
 from the <span style="font-weight: bold;"><B>Insert Macro</B></span> drop-down 
 list. </p></li>
	</ul>
</ol>
<p class="whs8">For example, to add &quot;Page 1 of x&quot; 
 in the middle of the footer, click in the center text box for the Footer. 
 Type the word &quot;Page &quot;, then select <span style="font-weight: bold;"><B>Page 
 Number</B></span> from the <span style="font-weight: bold;"><B>Insert Macro</B></span> 
 drop-down list. Type &quot; of &quot;, then click the <span style="font-weight: bold;"><B>Insert 
 number of pages</B></span> icon.</p>
<ul start="5" type="1" class="whs9">
	<ul type="disc" class="whs1">
		
<li class=p><p class="whs2">In the <span style="font-weight: bold;"><B>Scaling 
 </B></span>area, specify how the content is adjusted to the PDF page:</p></li>
		<ul type="square" class="whs4">
			
<li class=p><p><span style="font-weight: bold;"><B>Adjust font 
 to __% of original size</B></span><span>:</span> Define the font size on a 
 page. </p></li>
			
<li class=p><p><span style="font-weight: bold;"><B>Fit to __ wide 
 by __ tall</B></span> (only visible if PDF printing is disabled): Specify 
 the page measurements to which the contents will be fit.</p></li>
			
<li class=p><p><span style="font-weight: bold;"><B>Fit to page 
 </B></span>(only visible if PDF printing is disabled): Specify whether the 
 content should be fit to the page for <span style="font-weight: bold;"><B>All 
 columns</B></span>,<span style="font-weight: bold;"><B> All Rows</B></span>, or both.</p></li>
		</ul>
		
<li class=p><p>In the <span style="font-weight: bold;"><B>Orientation</B></span> 
 area, select <span style="font-weight: bold;"><B>Portrait</B></span> if you want 
 the report to print vertically. Select <span style="font-weight: bold;"><B>Landscape</B></span> 
 if you want the report to print horizontally.</p></li>
		
<li class=p><p class="whs2">Determine whether a cover 
 page is included by selecting or clearing the <span style="font-weight: bold;"><B>Print 
 cover page</B></span> check box. You can also determine which details appear 
 on the cover page:</p></li>
		<ul type="square" class="whs4">
			
<li class=p><p><span style="font-weight: bold;"><B>With Filter 
 Details</B></span>: Print the filter details of a report on a separate page. 
 The filter details are placed before the contents of the report.</p></li>
			
<li class=p><p><span style="font-weight: bold;"><B>With Report 
 Details</B></span>: Print the report's definition details on a separate page. 
 The report details are placed before the contents of the report. </p></li>
			
<li class=p><p><span style="font-weight: bold;"><B>Cover page 
 location</B></span>: Determine whether the cover page is placed before or 
 after the report.</p></li>
		</ul>
		
<li class=p><p>To print all options in the Page-by drop-down lists, 
 select the <span style="font-weight: bold;"><B>Expand all page-by fields</B></span> 
 check box. To print only the page-by options that are currently displayed, 
 clear this check box.</p></li>
		
<li class=p><p class="whs2">To adjust settings such 
 as paper size, margins, and maximum header and footer sizes, click <span 
 style="font-weight: bold;"><B>Show Advanced Options</B></span> and make changes 
 as necessary.</p></li>
		<ul type="square" class="whs4">
			
<li class=p><p class="whs2">To use the fonts chosen 
 by the report or document designer, select the <span style="font-weight: bold;"><B>Embed 
 fonts</B></span> check box.</p></li>
		</ul>
	</ul>
</ul>
<ol start="9" type="1" class="whs3">
	
<li class=p><p>Click <span style="font-weight: bold;"><B>Export</B></span>. 
 The report is exported in the selected format.</p></li>
</ol>
<h3>Related topics</h3>
<ul type="disc" class="whs1">
	
<li class=p><p class="whs2">
<a HREF="Exporting_a_graph_report.htm">Exporting 
 a graph report</a></p></li>
	
<li class=p><p class="whs2">
<a HREF="Export_a_document.htm">Exporting 
 a document</a></p></li>
	
<li class=p><p class="whs2">
<a HREF="Export_Euro_symbols.htm">Exporting 
 reports that contain Euro symbols</a></p></li>
</ul>
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